Siebel Field Service Guide > Service Inventory > Setting Up Service Inventory >

Setting Up an Inventory

Follow these procedures to set up an inventory.

To define inventory types

  1. Navigate to Site Map > Service Administration > Service Inventory.
  2. Make sure the Inventory Location Types view tab is selected.
  3. Create an inventory location type record.
  4. In the Location Type field, select an inventory type.
  5. Set the parameters for cycle counting, as required. See Inventory Location Types Subview and Configuration of the Cycle Counting Engine.

To create an inventory location

  1. Navigate to the Inventory screen.
  2. Add an inventory location record.
  3. In the Name field, type in the name of the physical inventory location.

    4. The Name field uniquely identifies the inventory location.

  4. In the Type field, select an inventory location type.
  5. Enter values for other fields as needed.

To add a product to inventory

  1. Navigate to the Inventory screen.
  2. Select an inventory location.
  3. Click the Product Inventory view tab.
  4. Add a product record for the selected inventory location.
  5. In the Product field, select a product.
  6. Specify Min, Max, and Safety Levels for this product in inventory.
  7. Specify the cycle counting basis in the ABC and XYZ fields.

    8. See Configuration of the Cycle Counting Engine.

To create an inventory level

  1. Navigate to the Inventory screen.
  2. Select an inventory location.
  3. Click the Product Inventory view tab.
  4. Select a product.
  5. Click the Inventory Level subview tab.
  6. In the Inventory Level subview, create an inventory level for the selected product.
  7. In the Availability field, select a set of Availability and Status values.

To associate an employee with an inventory location

  1. Navigate to the Inventory screen.
  2. Select an inventory location.
  3. In the Ownership field, select Owned from the drop-down list.
  4. In the Position field, select a position.

    5. The inventory location appears in the My Inventory Locations view for the employee associated with the selected position.

To associate a vendor with an inventory location

  1. Navigate to the Inventory screen.
  2. Select an inventory location.
  3. Click the Vendors view tab and add a vendor record.
  4. In the Account field, select a vendor account.

To associate an inventory location with an organization

  1. Navigate to the Inventory screen.
  2. Select an inventory location.
  3. In the More Info tab, click the show more button to see more fields.
  4. In the Organization field, click the select button and select an organization from the Organizations dialog box.
    1. To set the primary (default) organization for this inventory location, select the Primary field.
    2. If an organization does not appear in the dialog box, click New and select an organization from the Add Organizations dialog box. Click OK.
    3. In the Organizations dialog box, click OK.

      4. The organization marked as primary appears in the Organization field.

To define inventory levels

  1. Navigate to Site Map > Service Administration > Service Inventory.
  2. Click the Inventory Level Categories view tab.
  3. Create a new record.
  4. In the Availability and Status fields, select values.

To define the relationships between inventory locations

  1. Navigate to the Inventory screen.
  2. Select an inventory location.
  3. Click the Relationships view tab and add a relationship record.
    1. In the Name field, select an inventory location.
    2. In the Relationship field, select a relationship (Fulfills, Replenishes, or Sublevel).

 Siebel Field Service Guide 
 Published: 21 April 2003